New Year, New Me ​

A Guide to Financial Resolutions

Another year, another daunting list of resolutions to tackle? You’re not alone. Over 80% of new year’s resolutions are abandoned by February! We’re here to help you prepare so that doesn’t happen. 

On this page, you will find handy resources to help you kickstart your 2023 financial goals in the best way! 

Is 2023 the year you find your way to wealth?

10 Financial Resolutions, and How To Tackle Them

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Hosted by Christy Matzen, CFP®. Christy is a Certified Financial Planner®. 

Our purpose is to help you grow your wealth.

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Zoe was created to transform the wealth management experience.

It’s difficult to find an advisor who has your best interest in mind. Our meticulously curated network of interest-aligned financial planners includes only the best in the country. We reject 95% of advisors so you don’t have to!

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Real financial planning should pay off today, and in 10 years’ time.